Jamf | IPO Presentation Deck | 46 slides

Jamf · 2020-07
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

6
coverage by narrative range · generated from this deck JSON

Slide inventory

46
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
This is a standard IPO offering summary table.summarize
04
The post-it note on the laptop box reads: 1. open box, 2. power on, 3. there is no step 3. <3 ITinspire_vision
05
Includes a mix of internal operational metrics, market positioning, and TTM financial snapshots.summarize
06
The chart uses a line graph to represent company growth over time with annotated milestones.show_traction
07
The slide uses a stepped bar chart to represent a chronological progression of technology adoption trends.establish_context
08
The chart uses a multi-line time series to illustrate market share trends over a decade.size_opportunity
Open slide detailBeat · Market Size
09
The slide uses a line chart to show historical OS market share trends and callout boxes for geographic dominance and future workforce preference.show_traction
Open slide detailBeat · Market Size
10
Uses a timeline to establish context for why legacy tools are insufficient for modern Apple management.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
11
Uses a staircase/step-up visual metaphor to represent historical progression.establish_context
Open slide detailBeat · TractionLoop · Cost Of Inaction
12
Uses a comparison table format to contrast legacy IT pain points with Jamf's modern, Apple-native capabilities.compare_peers
Open slide detailBeat · TractionLoop · Cost Of Inaction
13
Uses a three-column layout to categorize business impact areas.argue_timing
Open slide detailBeat · TractionLoop · Cost Of Inaction
14
Uses icons and big numbers to highlight market trends.argue_timing
Open slide detailBeat · TractionLoop · Cost Of Inaction
15
Includes quotes from Tim Cook and Steve Jobs to frame the shift in Apple's enterprise strategy.show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
16
The slide uses two distinct sections to present ROI and efficiency metrics from two different research firms.show_traction
Open slide detailBeat · TractionLoop · Cost Of Inaction
17
The slide uses a hierarchical structure to map specific products to functional categories.present_solution
Open slide detailBeat · Solution
18
establish_context
19
The slide uses a visual comparison matrix to argue for the superiority of a vertical strategy over a horizontal one.compare_peers
20
The central circular diagram acts as a hub-and-spoke or bridge metaphor.present_solution
21
The slide uses a horizontal chain of hexagons to represent chronological milestones in the partnership.establish_context
22
The GTM model is represented as a pyramid showing sales channels (Strategic, Inside, Channels, eCommerce) and target segments.plan_implementation
23
The slide uses a grid of icons and metrics to demonstrate market authority.show_traction
24
Uses two side-by-side case study modules with bulleted lists and growth bar charts.illustrate_case
25
Uses a honeycomb icon grid layout to present metrics for each case study.illustrate_case
26
Includes a hub-and-spoke diagram illustrating device management.illustrate_case
27
The methodology uses a simple multiplication of device count and ASP to arrive at the TAM.size_opportunity
28
The slide uses a timeline-like path to show the progression from consumer devices to enterprise integration.establish_context
29
The slide uses a numbered hexagonal process flow to visualize strategic pillars.summarize
30
other
Open slide detailBeat · Team
31
transition
Open slide detailBeat · Financials
32
The slide uses a 2x3 grid of metrics to contrast growth and profitability.summarize
Open slide detailBeat · Financials
33
The slide uses stacked bar charts for Annual Revenue and simple bar charts for ARR, with YoY growth percentages highlighted in circles.show_traction
Open slide detailBeat · Financials
34
The slide provides a financial breakdown of operating expenses on a non-GAAP basis for two fiscal years.analyze_data
Open slide detailBeat · Financials
35
The slide highlights financial performance metrics (uFCF and Non-GAAP Operating Income) as a percentage of total revenue.show_traction
Open slide detailBeat · Financials
36
The chart is a stacked area chart representing ARR by customer acquisition year.show_traction
Open slide detailBeat · Financials
37
summarize
Open slide detailBeat · Financials
38
Includes preliminary estimates for Q2 2020.show_traction
Open slide detailBeat · Financials
39
The slide uses a table to show margin expansion and operating leverage targets.analyze_data
Open slide detailBeat · Financials
41
Standard financial disclosure slide for SaaS companies.appendix
42
Standard financial statement presentation.analyze_data
43
The table reconciles operating cash flow to uFCF by adjusting for interest, capex, IPO costs, and acquisition expenses.analyze_data
44
Includes a margin percentage row at the bottom.analyze_data
45
Includes Q2 2020 low/high estimates.analyze_data
46
The slide contains four distinct tables representing Cost of Revenue, Sales and Marketing, R&D, and G&A.analyze_data